Lyft (LYFT): FY26 Q2 earnings call, Aug 6, 2026
On its Aug 6, 2026 earnings call (FY26 Q2), Lyft said 10 of the 18 words Kalshi listed; Parrot’s count agreed with all 18 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
18 words · 10 settled yes · our count agreed on 18 of 18- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Nashville | Yes | 5 | 8 | ✓ | 72%transcripts from the transcript model | – |
| Waymo | Yes | 4 | 6 | ✓ | 90%n=3+tx from settlement history blended with transcripts | – |
| DoorDash | Yes | 4 | 4 | ✓ | 74%transcripts from the transcript model | – |
| Expansion | Yes | 3 | 3 | ✓ | 78%n=3+tx from settlement history blended with transcripts | – |
| Innovation | Yes | 2 | 2 | ✓ | 73%n=3+tx from settlement history blended with transcripts | – |
| Safety | Yes | 2 | 2 | ✓ | 46%n=3+tx from settlement history blended with transcripts | – |
| Baidu | Yes | 1 | 2 | ✓ | 71%transcripts from the transcript model | – |
| Competition | Yes | 1 | 2 | ✓ | 69%n=3+tx from settlement history blended with transcripts | – |
| NYC / New York | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | – |
| Membership | Yes | 1 | 1 | ✓ | 13%n=3+tx from settlement history blended with transcripts | – |
| Revenue | No | 0 | 0 | ✓ | 86%n=3+tx from settlement history blended with transcripts | – |
| Anthropic / Claude | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| International | No | 0 | 0 | ✓ | 29%n=3+tx from settlement history blended with transcripts | – |
| Oil / Gas / Gasoline | No | 0 | 0 | ✓ | 28%n=1+tx from settlement history blended with transcripts | – |
| Mobileye | No | 0 | 0 | ✓ | 21%n=3+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Iran / Middle East | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 13%n=3+tx from settlement history blended with transcripts | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Waymo”; 4 quoted, at least 25 words apart.
…our taking on what was called the temporary kind of depot that Waymo had stood up. This is actually a really important milestone for us…
…end of the year, you'll have the opportunity to get matched with Waymo on the Lyft app. Very much on track, great partnership with our…
…you talk a little bit about the opportunities beyond Nashville, potentially with Waymo? There's been some press out there around partnerships with Waymo, and maybe…
…to Lyft, and then another set of units that are dedicated to Waymo. No. This is a dynamic pool that's constantly being deployed, and obviously…
Where the listed words were said
…European cities, while our AV roadmap advances with smooth fleet operations in Nashville and strong testing results in London, ensuring we are well positioned for…
…we enter into a partnership is we look for partnerships where both parties benefit. That's why we were able to expand with DoorDash to Canada.
…billion. Adjusted EBITDA grew 37% year-over-year, reflecting continued cost leverage, driving margin expansion, and our fourth consecutive quarter of over $1 billion in free cash…
…real results of some of the technology and some of the product innovation that we've added to that platform, and we're really still just getting…
…impact of that overall. I think it's important to set context. Obviously, safety matters, rider experience matters overall, and we're going to continue to be…
…you see fit. We're excited to be on the road, obviously with Baidu in London. A lot of effort across teams to make that happen…
…anyway is you might say, well, how do you compare to the competition? I am pleased to say that right now we have about a…
…seeing growth in North America, in some of our largest markets like New York and some of our low-scale markets, as Erin said. In Canada,…
…we're delivering value in other ways, right? We deliver value without a membership fee to our riders Increasingly through partnerships. David touched on a few…
Agents: this page as TSV at /api/v1/appearances/lyft:2026-08-06:earnings_call · words: /api/v1/brief?appearance=lyft:2026-08-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP